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Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,989 | $102,635-98.1% | $86,209-97.7% | $139,456-98.6% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.0%+11.0pp | 80.3%-0.3pp |
| Annual return | 16.29% | 1923.53%-1907.2pp | 1169.05%-1152.8pp | 373.45%-357.2pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,762 | $4,677-62.3% | $3,986-55.8% | $6,711-73.7% |
| Admin fee / account holder | $204 | $8,661-97.6% | $6,853-97.0% | $11,407-98.2% |